Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Hold
17,000
0.02% 463
2025
Q1
$219K Buy
+17,000
New +$219K 0.01% 489
2020
Q1
Sell
-15,000
Closed -$319K 366
2019
Q4
$319K Hold
15,000
0.03% 292
2019
Q3
$344K Hold
15,000
0.04% 271
2019
Q2
$364K Buy
+15,000
New +$364K 0.04% 275
2018
Q1
Sell
-2,763
Closed -$217K 378
2017
Q4
$217K Hold
2,763
0.02% 314
2017
Q3
$232K Buy
+2,763
New +$232K 0.03% 299
2017
Q2
Sell
-2,763
Closed -$201K 362
2017
Q1
$201K Buy
+2,763
New +$201K 0.03% 304